Multidisciplinary Assessment and Treatment Planning (June 11, 2026)

Program Information

As CCBHCs work to meet the requirements of the model, assessment and treatment planning can start to feel like a box-checking exercise. This 90-minute workshop is designed to help multidisciplinary treatment team members develop more meaningful treatment plans by strengthening continuity between assessment, treatment goals, and intervention. Using realistic case examples, we’ll get back to the fundamentals and explore how to better connect information across disciplines to integrate evidence-based practices into treatment planning.

To claim credit, select the "Register" tab to register for the activity. Then select Continue to proceed to the session evaluation and credit claiming.

Target Audience

This activity is appropriate for the following audiences:

  • Nurses
  • Nurse Practitioners
  • Physicians
  • Pharmacists
  • Physician Associates/Assistants
  • Psychologists
  • Social Workers
  • Other Behavioral Health providers

Learning Objectives

Upon completion of this activity, participants should be able to do the following:

  • Strengthen the capabilities of multidisciplinary teams to effectively conduct assessments
  • Use the information gathered to inform treatment planning
  • Enhance communication to implement strong, coordinated treatment plans.

AMA Designation Statement

Moses/Weitzman Health System Inc. designates this Live activity for a maximum of 1.5 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. 

    Activity summary
    Available credit: 
    • 1.50 AAPA Category I CME
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Academy of PAs (AAPA) credit to physician assistants at its activities. Participants should only claim commensurate credit with the extent of their participation in the activity.
    • 1.50 ACE/ASWB
      Through Joint Accreditation Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide Association of Social Work Boards (ASWB) credit to social workers at its activities.
    • 1.50 ACPE
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide Accreditation Council for Pharmacy Education (ACPE) credit to pharmacists at its activities.
    • 1.50 AMA PRA Category 1 Credit™
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide AMA PRA Category 1 Credit™ to physicians at its activities via Accreditation Council for Continuing Medical Education (ACCME).
    • 1.50 ANCC
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Nurses Credentialing Center (ANCC) nursing credit to nurses at its activities.
    • 1.50 APA
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Psychological Association (APA) credit to psychologists at its activities.
    • 1.50 Participation Hour(s)
      You are able to download an unaccredited Participation Certificate for your records if you are not able to use any of the credit types provided for this activity or if this activity does not offer accredited CME/CE credits.
    Activity opens: 
    06/11/2026
    Activity expires: 
    11/30/2026

    Weitzman Institute Disclosure Statement

    It is the policy of the Weitzman Institute to ensure that Continuing Education (CE) activities are independent and free of commercial bias. To ensure educational content is objective, balanced, and guarantee content presented is in the best interest of its learners' and the public, the Weitzman Institute requires that everyone in a position to control educational content disclose all financial relationships with ineligible companies within the prior 24 months. An ineligible company is one whose primary business is producing, marketing, selling, re-selling or distributing healthcare products used by or on patients. Examples can be found at accme.org.

    Faculty participating in a Weitzman Institute-sponsored activity must disclose to the planning committee and audience all financial or other relationship(s) with ineligible companies.

    Planners & Presenters

    • Katie Lipp, LICSW, PMP, Principal
    • Kerry King, PsyD, MBA, Principal

    Accreditation Statement

    In support of improving patient care, this activity has been planned and implemented by Bowling Business Strategies and Moses/Weitzman Health System, Inc./Weitzman Institute. Moses/Weitzman Health System, Inc. is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credential Center (ANCC) to provide continuing education for the healthcare team. Additional credits are available for Physician Assistants/Associates. 

    By completing this activity, you provide Moses/Weitzman Health System Inc. the permission to share completion data with the ACCME and the certifying board(s).

    Joint Accreditation logo

    Please note that continuing education credit requirements differ by state, jurisdiction, and licensing agency. It is your responsibility to confirm if your licensing/credentialing agency will accept the credits offered by this activity.

    Available Credit

    • 1.50 AAPA Category I CME
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Academy of PAs (AAPA) credit to physician assistants at its activities. Participants should only claim commensurate credit with the extent of their participation in the activity.
    • 1.50 ACE/ASWB
      Through Joint Accreditation Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide Association of Social Work Boards (ASWB) credit to social workers at its activities.
    • 1.50 ACPE
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide Accreditation Council for Pharmacy Education (ACPE) credit to pharmacists at its activities.
    • 1.50 AMA PRA Category 1 Credit™
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide AMA PRA Category 1 Credit™ to physicians at its activities via Accreditation Council for Continuing Medical Education (ACCME).
    • 1.50 ANCC
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Nurses Credentialing Center (ANCC) nursing credit to nurses at its activities.
    • 1.50 APA
      Through Joint Accreditation, Moses/Weitzman Health Center, Inc./Weitzman Institute is able to provide American Psychological Association (APA) credit to psychologists at its activities.
    • 1.50 Participation Hour(s)
      You are able to download an unaccredited Participation Certificate for your records if you are not able to use any of the credit types provided for this activity or if this activity does not offer accredited CME/CE credits.
    Please !log in or register to take this activity.

    Registration Instructions

    1. Create an account with the Weitzman Education Platform if you haven't already. Reference How do I create an account? if needed.
    2. Select the Register button, then proceed to the Session Evaluation.
    3. Once you have completed the session evaluation:
      • You can claim credit commensurate with your attendance. 
      • You will then be able to download a certificate appropriate to your credentials. 

    You must claim credit and download your certificate by the activity expiration date. For compliance reasons, the Weitzman Institute cannot modify this deadline. If you need any technical support, submit a ticket to our Support Center.